VFA

Voya Financial Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$558M
AUM Growth
-$7.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.87M
3
+$5.86M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.46M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.83M

Top Sells

1
+$12.9M
2
+$10.3M
3
+$6.45M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.7M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.45M

Sector Composition

1 Healthcare 4.71%
2 Technology 4.18%
3 Financials 3.9%
4 Consumer Staples 3.34%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$259K 0.05%
2,221
+90
252
$259K 0.05%
3,927
+388
253
$258K 0.05%
6,931
+196
254
$257K 0.05%
5,510
-18
255
$254K 0.05%
3,818
-74
256
$254K 0.05%
11,310
257
$253K 0.05%
1,779
-75
258
$251K 0.05%
7,220
+152
259
$248K 0.04%
7,157
+133
260
$245K 0.04%
6,878
+1,106
261
$245K 0.04%
8,850
-500
262
$243K 0.04%
9,190
-874
263
$241K 0.04%
4,354
264
$241K 0.04%
13,355
+2,870
265
$240K 0.04%
14,349
-241
266
$240K 0.04%
5,872
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267
$239K 0.04%
1,736
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268
$238K 0.04%
27,534
+7,005
269
$235K 0.04%
+2,389
270
$233K 0.04%
+6,747
271
$233K 0.04%
+7,239
272
$230K 0.04%
3,425
+97
273
$229K 0.04%
3,505
+1
274
$227K 0.04%
+8,224
275
$227K 0.04%
9,810
9 10
11
12 13